Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,617 | $160,028+69.7% | $147,080+84.7% | $145,884+86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.71% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,250 | $5,286-38.5% | $4,933-34.1% | $4,662-30.3% |
| Participant deferral / active EE | $10,270 | $8,422+21.9% | $8,066+27.3% | $6,690+53.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |